Raymond James Financial
CUBI icon

Raymond James Financial’s Customers Bancorp CUBI Stock Holding History

Raymond James Financial’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.13M Buy
115,479
+22,398
+24% +$1.69M ﹤0.01% 2239
2026
Q1 		$6.46M Buy
93,081
+3,292
+4% +$239K ﹤0.01% 2387
2025
Q4 		$6.57M Sell
89,789
-3,453
-4% -$237K ﹤0.01% 2292
2025
Q3 		$6.1M Sell
93,242
-41,595
-31% -$2.74M ﹤0.01% 2329
2025
Q2 		$7.92M Buy
134,837
+32,838
+32% +$1.66M ﹤0.01% 2048
2025
Q1 		$5.12M Buy
101,999
+49,755
+95% +$2.61M ﹤0.01% 2312
2024
Q4 		$2.54M Buy
+52,244
New +$2.63M ﹤0.01% 2799

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Raymond James Financial's CUBI Position: Q2 2026 in Review

Raymond James Financial increased its Customers Bancorp (CUBI) stake by 24% in Q2 2026, buying an estimated $1.69M and bringing the position to 115,479 shares worth $9.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Raymond James Financial first reported a position in CUBI in Q4 2024 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Raymond James Financial held 115,479 shares of Customers Bancorp worth $9.13M as of Q2 2026.
  • Raymond James Financial bought 22,398 Customers Bancorp shares in Q2 2026, an estimated $1.69M.
  • Customers Bancorp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2239 holding.
  • Raymond James Financial first reported a position in Customers Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.